Clearwater Capital Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
2,312
+2
| +0.1% | +$584 | 0.06% | 92 |
|
|
2025
Q1 | $722K | Buy |
2,310
+4
| +0.2% | +$1.25K | 0.07% | 90 |
|
|
2024
Q4 | $668K | Sell |
2,306
-26
| -1% | -$7.54K | 0.07% | 92 |
|
|
2024
Q3 | $710K | Buy |
2,332
+115
| +5% | +$35K | 0.07% | 89 |
|
|
2024
Q2 | $565K | Buy |
2,217
+342
| +18% | +$87.2K | 0.06% | 93 |
|
|
2024
Q1 | $529K | Buy |
1,875
+9
| +0.5% | +$2.54K | 0.06% | 92 |
|
|
2023
Q4 | $553K | Hold |
1,866
| – | – | 0.06% | 88 |
|
|
2023
Q3 | $492K | Sell |
1,866
-147
| -7% | -$38.7K | 0.06% | 85 |
|
|
2023
Q2 | $601K | Buy |
2,013
+45
| +2% | +$13.4K | 0.07% | 80 |
|
|
2023
Q1 | $550K | Sell |
1,968
-21
| -1% | -$5.87K | 0.07% | 86 |
|
|
2022
Q4 | $524K | Buy |
1,989
+90
| +5% | +$23.7K | 0.07% | 95 |
|
|
2022
Q3 | $438K | Hold |
1,899
| – | – | 0.06% | 101 |
|
|
2022
Q2 | $469K | Buy |
1,899
+21
| +1% | +$5.19K | 0.06% | 94 |
|
|
2022
Q1 | $464K | Hold |
1,878
| – | – | 0.05% | 106 |
|
|
2021
Q4 | $503K | Hold |
1,878
| – | – | 0.06% | 105 |
|
|
2021
Q3 | $453K | Hold |
1,878
| – | – | 0.05% | 106 |
|
|
2021
Q2 | $434K | Sell |
1,878
-2
| -0.1% | -$462 | 0.05% | 109 |
|
|
2021
Q1 | $421K | Buy |
1,880
+101
| +6% | +$22.6K | 0.05% | 113 |
|
|
2020
Q4 | $382K | Buy |
1,779
+8
| +0.5% | +$1.72K | 0.05% | 112 |
|
|
2020
Q3 | $389K | Hold |
1,771
| – | – | 0.06% | 102 |
|
|
2020
Q2 | $327K | Hold |
1,771
| – | – | 0.05% | 112 |
|
|
2020
Q1 | $293K | Sell |
1,771
-101
| -5% | -$16.7K | 0.06% | 125 |
|
|
2019
Q4 | $370K | Hold |
1,872
| – | – | 0.06% | 141 |
|
|
2019
Q3 | $402K | Sell |
1,872
-74
| -4% | -$15.9K | 0.07% | 148 |
|
|
2019
Q2 | $404K | Sell |
1,946
-90
| -4% | -$18.7K | 0.07% | 153 |
|
|
2019
Q1 | $387K | Buy |
2,036
+135
| +7% | +$25.7K | 0.07% | 154 |
|
|
2018
Q4 | $338K | Buy |
1,901
+20
| +1% | +$3.56K | 0.07% | 165 |
|
|
2018
Q3 | $315K | Buy |
1,881
+126
| +7% | +$21.1K | 0.06% | 159 |
|
|
2018
Q2 | $275K | Buy |
1,755
+55
| +3% | +$8.62K | 0.06% | 161 |
|
|
2018
Q1 | $266K | Buy |
1,700
+16
| +1% | +$2.5K | 0.05% | 163 |
|
|
2017
Q4 | $290K | Sell |
1,684
-247
| -13% | -$42.5K | 0.06% | 149 |
|
|
2017
Q3 | $309K | Buy |
1,931
+349
| +22% | +$55.8K | 0.07% | 139 |
|
|
2017
Q2 | $246K | Hold |
1,582
| – | – | 0.06% | 145 |
|
|
2017
Q1 | $206K | Buy |
+1,582
| New | +$206K | 0.06% | 157 |
|
|
2016
Q3 | – | Sell |
-1,664
| Closed | -$201K | – | 140 |
|
|
2016
Q2 | $201K | Buy |
+1,664
| New | +$201K | 0.07% | 128 |
|